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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Monthly financial report packets require multiple NetSuite saved searches, but manual exports lose search logic and break Excel cross-references between related reports.
Here’s how to automate NetSuite saved searches for comprehensive monthly Excel financial report packets while preserving all search criteria and maintaining cross-tab linking.
Automate saved search imports with preserved logic using Coefficient
Coefficient’s Saved Searches import method provides comprehensive automation for monthly Excel financial report packets by connecting directly to existing NetSuite saved searches while preserving all search criteria and logic. This approach leverages your existing NetSuite search investments while adding Excel automation capabilities.
How to make it work
Step 1. Connect existing saved searches to Excel with preserved criteria.
Import any saved search from your NetSuite account directly into Excel, maintaining the search’s filtering logic, criteria, and field selection. The system preserves NetSuite search parameters while adding sorting capabilities and automated refresh scheduling for monthly reporting cycles.
Step 2. Organize multiple searches into comprehensive report packets.
Connect multiple related saved searches (GL Detail, AP Aging, AR Aging, Transaction Detail) to separate Excel tabs within a single workbook. This creates organized monthly report packets with all necessary financial data in one file.
Step 3. Configure synchronized refresh across all searches.
Schedule all searches to refresh simultaneously, ensuring data consistency across the entire financial report packet. Excel formulas and pivot tables referencing saved search data remain intact across monthly refreshes, unlike manual CSV exports that break cell references.
Step 4. Handle additional filtering requirements beyond saved search limitations.
While the system provides limited additional filtering for saved searches (sorting only), it preserves all existing NetSuite search logic. For additional filtering requirements, use the Records & Lists method with AND/OR logic for Date, Number, Text, and Boolean fields, or leverage SuiteQL Query for complex data manipulation.
Step 5. Set up automation scheduling aligned with month-end cycles.
Configure weekly refreshes during the month for preliminary analysis, then switch to manual refresh during month-end close periods when data stability is critical. The 7-day re-authentication cycle aligns well with monthly reporting timelines, typically requiring credential refresh only once per reporting cycle.
Transform static searches into dynamic reports
NetSuite saved search automation transforms your existing search investments into dynamic, automated components of comprehensive monthly financial report packets. Start automating your saved searches today.
